BerganKDV Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.5K | Sell |
30
-642
| -96% | -$74.9K | ﹤0.01% | 642 |
|
|
2023
Q1 | $90.6K | Buy |
672
+597
| +796% | +$80.5K | 0.01% | 324 |
|
|
2022
Q4 | $8.69K | Buy |
75
+1
| +1% | +$116 | ﹤0.01% | 596 |
|
|
2022
Q3 | $7K | Sell |
74
-14
| -16% | -$1.32K | ﹤0.01% | 631 |
|
|
2022
Q2 | $7K | Sell |
88
-612
| -87% | -$48.7K | ﹤0.01% | 644 |
|
|
2022
Q1 | $60K | Hold |
700
| – | – | 0.01% | 377 |
|
|
2021
Q4 | $45K | Hold |
700
| – | – | ﹤0.01% | 440 |
|
|
2021
Q3 | $43K | Hold |
700
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $42K | Buy |
700
+1
| +0.1% | +$60 | 0.01% | 415 |
|
|
2021
Q1 | $37K | Sell |
699
-33
| -5% | -$1.75K | ﹤0.01% | 405 |
|
|
2020
Q4 | $30K | Buy |
732
+14
| +2% | +$574 | ﹤0.01% | 413 |
|
|
2020
Q3 | $21K | Buy |
718
+2
| +0.3% | +$58 | ﹤0.01% | 424 |
|
|
2020
Q2 | $27K | Sell |
716
-3
| -0.4% | -$113 | ﹤0.01% | 423 |
|
|
2020
Q1 | $17K | Buy |
719
+33
| +5% | +$780 | ﹤0.01% | 439 |
|
|
2019
Q4 | $41K | Buy |
686
+75
| +12% | +$4.48K | 0.01% | 363 |
|
|
2019
Q3 | $37K | Sell |
611
-33
| -5% | -$2K | 0.01% | 361 |
|
|
2019
Q2 | $36K | Buy |
644
+33
| +5% | +$1.85K | 0.01% | 357 |
|
|
2019
Q1 | $37K | Hold |
611
| – | – | 0.01% | 374 |
|
|
2018
Q4 | $36K | Buy |
+611
| New | +$36K | 0.01% | 336 |
|